SP Client Document & Project Manager

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A WordPress plug-in that allows your business to manage client files and projects to assign to vendors,manufacturers sub-contractors.

Author:smartypants (profile at wordpress.org)
WordPress version required:5.0
WordPress version tested:5.4.2
Plugin version:3.7.7
Added to WordPress repository:16-04-2012
Last updated:28-05-2020
Rating, %:82
Rated by:48
Plugin URI:http://smartypantsplugins.com/
Total downloads:263 342
Active installs:3 000+
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Project, Document and File Management plugin!

Project & Document management plugin, Secure file sharing, maintain and control unlimited number of documents, records, files, media, videos and images. You can create unlimited folders and sub folders to share, organize, manage client, student & supplier documents and accounts, control individual documents, and select specific file sharing of documents all in an easy to manage online process.

The plugin also demonstrates how a business can share with clients, sales organization, vendors, and all in between. With a straight-forward layout, access to template modifications and easy to manage features; clients can add and modify projects.

Try the document management plugin that thousands of Companies and Organizations trust! free forum support as a community user or upgrade to our premium user and submit tickets, call us on skype! We are constantly developing this exciting plugin enhancing the features and taking on custom development work to modify the plugin for your needs!

Works with WordPress Multi Site!

We now have an extensive documentation library

Need support? Click here

We also now offer a premium version; please check out our website for more information

You can try a 30 day trial of the premium along with all the addons here

Click here to create your own hosted demo

Community Version Features

  • Upload and manage files with No Limits!
  • Secure documents under login for each user
  • Zip files in archive
  • Localization support for many languages
  • Advanced email editor to customize all emails
  • WordPress capabilities and roles integration to limit who can do what
  • Administrators can add files to users
  • SSL Support
  • Unlimited nesting of folders
  • Require login to download files
  • Each user has their own file repository
  • File size based off server php.ini
  • Unlimited files for users!
  • Import local files! Now with support for unlimited files and folders
  • Add links a file
  • Embed youtube and other media as a file
  • Recycle bin with file retention dates

** What do you get when upgrading? Check out this video! **

Premium features (requires addons)
To activate the below features you need addons, check out our product builder to see what you need!

  • Amazon s3 Integration available as an addon!
  • AES file encryption at rest encryption secures documents even when the server has been compromised.
  • Woo Commerce intergration
  • Remove branding
  • Custom file list templates
  • Enhanced multi uploader using plupload allows you to upload unlimited files with any file size regardless of your php.ini settings. We use an advanced file chunking method to upload files!
  • File Tagging for better searching
  • Additional form fields
  • Group user files together
  • Category system for files
  • Thumbnail mode to view files in a windows format
  • Add vendors so files can be sent regularly
  • Advanced shortcodes
  • Save files as a draft for later publishing
  • Add file revisions to a file
  • Limit file types
  • Create thumbnails from PDFs, PSDs and other popular formats
  • File retention times for autopruning files
  • Limit file types based on extension and mime type
  • Add files from Dropbox, Google Drive, One Drive
  • Group management with user roles, BuddyPress Groups or baked groups.
  • Download logs and reports based on file usage
  • Commenting and file discussion on files with notification system
  • Google shortlinks for files
  • Batch manage files, copy, delete, archive, download files
  • Bootstrap powered Dashboad
  • Add reminders and tasks to a file
  • Add tasks to the dashboard area
  • Upload and view videos inside the file viewer
  • Text message integration to Plivio and Twillio for notifications
  • Build custom forms to submit data using our hand made form builder, allow users to go back and edit that data and compile all the data into a pdf. Sign Documents using our built in signature tool!
  • Export data to csv
  • Link remotely to an external file rather then uploading a file
  • Many more features, too many to list here! Lots of settings to configure the document manager the way you need! Check out a hosted demo to see everything!!

Industries Served

  • Healthcare, Banking & Finance, Legal, Education ,Consulting, Research firms Government, Architecture, Printers, Photographers, Manufacturing, Chemical, Distributors, Web Developers, Virtual offices, Media to name a few

  • The client Document manager now includes unlimited folders and folder nesting!

Client / Customers

  • Clients upload files and Documents online to their own personal page
  • Clients can create or add to existing projects

Administrator Side Features

  • Complete control on who can access specific files
  • Turn off ability for Clients to upload documents instantly.
  • Notification via email when a client uploads a file
  • Add files and documents to client page and projects
  • Download file archive of a user
  • Custom Naming of files
  • Create multiple upload locations
  • 50 latest uploads on main plugin page
  • Force downloads of file
  • Delete confirmation with custom notification
  • Thank you confirmation with custom notification
  • Add staff, supplier’s, vendors, sub-contractors or partner’s so you can distribute the files to other people
  • Attach file or send the file as a link
  • Projects allow you or the users to create projects to store files in
  • Allow the user to create projects
  • Ability to add files to any user
  • Download all the files of a project in a single zip file
  • Add multiple admin emails to receive files
  • Advanced admin file manager
  • Assign custom capabilities to user roles
  • File Logging


  • Add Categories
  • Manage Categories allow an admin to designate categories for the user to select, for example a print company could use categories as statuses (Mockup, Draft and Final)


  • Allow a user to create folders
  • Collaborate with other users with groups
  • Assign a file or files to a project
  • Manage Folders


  • Client can view all categories set by admin

Full Support Available through email or Skype.
Add-on packs available for more features!

Current Languages

  • English
  • French
  • German
  • Italian
  • Polish
  • Spanish